MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 44,055 Value ($000) $7,821 Avg Close $166.47 Range $150.92 - $182.34

Q2 2025

Shares 44,360 Value ($000) $6,249 Avg Close $120.96 Range $92.37 - $140.07

Q1 2025

Shares 33,273 Value ($000) $3,882 Avg Close $125.91 Range $106.95 - $139.08

Q4 2024

Shares 24,497 Value ($000) $3,080 Avg Close $119.51 Range $99.47 - $132.53

Q3 2024

Shares 22,123 Value ($000) $2,306 Avg Close $96.90 Range $87.77 - $104.37

Q2 2024

Shares 17,551 Value ($000) $1,706 Avg Close $90.80 Range $80.57 - $98.76

Q1 2024

Shares 10,366 Value ($000) $976 Avg Close $83.21 Range $78.09 - $89.78

Q4 2023

Shares 9,208 Value ($000) $859 Avg Close $74.81 Range $65.08 - $88.18

Q3 2023

Shares 12,744 Value ($000) $1,041 Avg Close $80.29 Range $75.13 - $87.80

Q2 2023

Shares 4,197 Value ($000) $1,040 Avg Close $78.37 Range $74.18 - $83.63

Q1 2023

Shares 6,021 Value ($000) $261 Avg Close $84.81 Range $74.44 - $91.99

Q4 2022

Shares 6,964 Value ($000) $592 Avg Close $76.80 Range $66.82 - $85.98

Q2 2022

Shares 8,995 Value ($000) $684 Avg Close $72.42 Range $64.03 - $81.68

Q1 2022

Shares 6,218 Value ($000) $543 Avg Close $84.62 Range $72.05 - $96.45

Q4 2021

Shares 7,051 Value ($000) $692 Avg Close $86.77 Range $81.94 - $91.95

Q3 2021

Shares 6,901 Value ($000) $672 Avg Close $85.71 Range $74.82 - $91.84

Q2 2021

Shares 6,387 Value ($000) $586 Avg Close $73.70 Range $65.34 - $81.12

Q1 2021

Shares 6,490 Value ($000) $504 Avg Close $65.58 Range $57.28 - $74.24

Q4 2020

Shares 5,873 Value ($000) $402 Avg Close $48.82 Range $39.28 - $58.80

Q4 2019

Shares 3,979 Value ($000) $203 Avg Close $39.09 Range $32.28 - $42.57

Q2 2019

Shares 5,281 Value ($000) $231 Avg Close $36.28 Range $32.95 - $39.67

Q1 2019

Shares 4,783 Value ($000) $202 Avg Close $34.01 Range $31.17 - $36.36

Q3 2018

Shares 4,552 Value ($000) $212 Avg Close $38.94 Range $36.75 - $40.98

Q1 2018

Shares 3,782 Value ($000) $204 Avg Close $43.68 Range $39.53 - $46.93

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	44,055	$7,821	$166.47	$150.92 - $182.34
Q2 2025	44,360	$6,249	$120.96	$92.37 - $140.07
Q1 2025	33,273	$3,882	$125.91	$106.95 - $139.08
Q4 2024	24,497	$3,080	$119.51	$99.47 - $132.53
Q3 2024	22,123	$2,306	$96.90	$87.77 - $104.37
Q2 2024	17,551	$1,706	$90.80	$80.57 - $98.76
Q1 2024	10,366	$976	$83.21	$78.09 - $89.78
Q4 2023	9,208	$859	$74.81	$65.08 - $88.18
Q3 2023	12,744	$1,041	$80.29	$75.13 - $87.80
Q2 2023	4,197	$1,040	$78.37	$74.18 - $83.63
Q1 2023	6,021	$261	$84.81	$74.44 - $91.99
Q4 2022	6,964	$592	$76.80	$66.82 - $85.98
Q2 2022	8,995	$684	$72.42	$64.03 - $81.68
Q1 2022	6,218	$543	$84.62	$72.05 - $96.45
Q4 2021	7,051	$692	$86.77	$81.94 - $91.95
Q3 2021	6,901	$672	$85.71	$74.82 - $91.84
Q2 2021	6,387	$586	$73.70	$65.34 - $81.12
Q1 2021	6,490	$504	$65.58	$57.28 - $74.24
Q4 2020	5,873	$402	$48.82	$39.28 - $58.80
Q4 2019	3,979	$203	$39.09	$32.28 - $42.57
Q2 2019	5,281	$231	$36.28	$32.95 - $39.67
Q1 2019	4,783	$202	$34.01	$31.17 - $36.36
Q3 2018	4,552	$212	$38.94	$36.75 - $40.98
Q1 2018	3,782	$204	$43.68	$39.53 - $46.93